national security risk to the U.S. economy and defense.” His directive orders the De- partment of Commerce to in- vestigate the dangers posed by America’s overreliance on foreign suppliers, along with a candid assessment of Ameri- ca’s domestic mining and refin- ing capabilities. The United States currently
only has two rare earth min- ing sites, one in Mountain Pass, California, and one in southeast Georgia. Oklahoma boasts a growing processing and refining capacity as well. Savit called Trump’s order
“incredibly important” and a “huge deal” because it opens the door to freeing the mining sector from regulatory shackles, along with the direct, long-term federal funding that would be needed to liberate the United States from China’s rare earth cartel. A final report in response to
Trump’s directive is expected this fall. Japan may offer a useful mod-
el on how to break free from a Chinese rare earth addiction. In 2010, after Japanese au-
thorities arrested the captain of a Chinese fishing boat that had smashed into two coast guard vessels near the disputed Senkaku Islands, China retaliated by weaponizing rare earths and slapping an embar- go on Japan, sending multiple Japanese indus- tries into an economic tailspin. Japan’s response — more efficient consump-
tion, recycling, and reuse of rare elements, and finding alternative supplies — slashed its reli-
ance on Chinese exports from 90% to 60%. That may hand the United States and other
nations a game plan on how to reduce their de- pendence. Japan’s experience proves it can be done, but
the United States faces one big hurdle to hopping off China’s rare earth bandwagon: a prolonged time lag for development. Considering the need for regulatory approv-
Japan’s response — more efficient consumption, recycling, and reuse of rare elements, and finding alternative supplies — slashed its reliance on Chinese exports from 90% to 60%.
42 NEWSMAX | AUGUST 2025
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